Shannon Saccocia has been named Chief Investment Officer (CIO) of Boston Private Wealth, and Tom Anderson as Chief Operating Officer (COO) of Boston Private Wealth. Ms. Saccocia most recently served as Chief Investment Strategist, and Mr. Anderson previously served in dual roles as CIO and COO.

Most likely you have a good handle on how stocks and other equity investments work: Your stock shares represent a portion of ownership in a company and if the company prospers and the stock becomes more desirable, the value of those shares increases. If the company encounters financial trouble, your stock can lose value. Bonds and other “fixed income” securities are an entirely different type of investment.

The Boston Private Investment team shares their insights on increased market volatility, economic indicators and how they are managing client portfolios now and in the near term. Boston Private Wealth Strategist, Alyssa Do, J.D., LL.M, will discuss the impact of the new Tax Cut and Jobs Act on estate planning.

We have been counselling our clients to try to ignore politics and geopolitics when they consider their investment strategy. Instead, we have said, pay attention to the fundamentals, the strong economy, and impressive corporate earnings.

As the second longest economic expansion on record in the United States entered another year, questions around potential catalysts for greater gains arose. With economic data still solid, and the effects of the corporate tax cut not yet fully felt, the case for equities remains intact.

A strong U.S. economy, continued global growth improvement, a concerted effort by global central banks to remain accommodative as long as possible, and a general sense of complacency about valuations in the equity markets provided the backdrop for 2017’s wins.

As January began, it was clear that 2017 was going to be a tough act to follow for investors. It was a year marked by historically low volatility, essentially unchanged Treasury yields, and a straight up trajectory for equity markets, and as such, it seemed unlikely for this Goldilocks scenario to repeat itself again in 2018.

If there is one thing that all investors can agree on from the first quarter of 2018, it is that volatility in the markets is most certainly back. But what does that mean, and why is it such a critical data point for market participants?

Caution: External Link

You are leaving the Boston Private website. By clicking "Continue" below, you will enter a website created, operated, and maintained by a private business or organization. Boston Private provides this link as a service to our website visitors. We are not responsible for the content, views, or privacy policies of this site. We take no responsibility for any products or services offered by this site, nor do we endorse or sponsor the information it contains.

Boston Private Bank & Trust Company, its parent, its subsidiaries, and their staff, do not provide tax, accounting or legal advice. You should consult with your legal or tax advisor prior to taking any action relating to the subject matter contained on this website.

Investments are not insured by the FDIC or any other government agency, are not guaranteed by Boston Private Bank & Trust Company or its subsidiaries, affiliates or parent company, may lose value, and are not a Bank deposit.

The information and materials contained on this site or in any communication containing a link to this site are not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution would be contrary to law or regulation or which would subject Boston Private Bank & Trust Company or its subsidiaries or affiliates to any registration requirement within such jurisdiction or country. The information and materials contained on this site are not intended as an offer or solicitation for the purchase of stock, any other security or any financial instrument of Boston Private Bank & Trust Company or any other issuer or company.